Award-Winning Small-Cap Equity Management
In March of 2016, Lipper named the RE Advisers-managed Homestead Small-Company Stock Fund the top fund in the small-cap core category for the 10-year period ending November 2015. There were 168 funds evaluated for this award. The Lipper Fund Awards are based on the Lipper Leader ratings for Consistent Return. For more information about this Lipper award, select the award image.
Over 100 Years of collective experience
RE Advisers’ portfolio management team employs traditional, yet multi-dimensional approaches to value investing in both equity and fixed-income strategies.
- Mutual funds
- Institutional portfolios
- Separate account management
Let's Work Together
RE Advisers-managed mutual funds are available to advisors and other intermediaries on a number of third-party platforms including Pershing, National Financial Services, TD Ameritrade and Charles Schwab.
For more information about our company history and mutual fund offerings, please visit www.homesteadfunds.com.
Contact Us
We’d be pleased to provide more information about our strategies and welcome your call.
About RE Advisers
Our roots in pension plan management have shaped our approach to investing and our company’s culture.